Filter Configuration

Use the Filter feature to create filters that determine what items appear on Summary pages (People, Work, Assets).

Filters are automatically available on the Summary pages based on the forms you link them to.

To configure filters for tickets, see Ticket Filters Configuration.

Filter Summary

Filters are displayed in a list on the right of the Filter Summary page

Columns can be sorted alphabetically (A-Z or Z-A) by clicking the column headings

To see a filter, click the filter Name in the Name column which opens the Filter Details page for that filter

  1. On the top menu bar, click System Management ( )>Administration>Work Management>Filter Configuration
  2. On the Filter Summary page, in the upper-left corner, click Add a Filter

  3. On the Create Filter screen, fill in the General Info and Filter Criteria sections, as below in Modify Filter, step 4

 

  1. On the top menu bar, click System Management ( )>Administration>Work Management>Filter Configuration
  2. On the Filter Summary page, in the Name column, click the Name of the filter you want to edit
  3. On the Filter Details screen, in the Tasks column on the left, click Modify

  4. On the Modify Filter screen, modify the General Info and Filter Criteria:

     

    Field Description
    Form

    The form the filter applies to:

    All forms: The filter appears in the Filter dropdown list on all Summary screens (Tickets, People, Work, Assets)

    Specific form: The filter appears only in the Filter dropdown list on the Summary page for the specific form you linked it to
    Description

    The description of the item
    Name The name of the filter

     

    Define the filter by adding criteria. The criteria are fields from the form you chose in the General Info section.

    1. Click Add Criterion. A dropdown list appears. Choose the field from the dropdown list. Some fields need to be configured in the Description column.

      General fields common to all apps (if you chose All Forms in 4a: General Info, above). Fields not listed below are specific to a single form.

      Field Description
      Assigned to The user the item is assigned to
      Close Date The time when the item was first closed
      Created by The user who created the item
      Create Time The date and time the item was created
      Due Date The deadline for completing the item (date and time)
      Folder The folder containing the item. Folders are used to organize items
      Is Past Due Whether the item is past due
      Item Closed Indicates whether item has a status of closed
      Item ID The unique number that identifies each item. It is automatically generated by the system
      Item Valid Items are valid when all required fields are filled in
      My Items Items assigned to you
      Past Due Time Amount of time the item is past due
      Related Items The items that are linked to this item
      Scheduled Date The date on which work on an item is scheduled to start
      Status The status of the item. The statuses Open and Closed are defaults in lists of apps (Summary pages) and in Advanced Search. Administrators can create custom statuses for each form
      Work Item Title The selected Title for the item

       

     

  5. You can define multiple criteria for a filter. Click the red X to delete a criterion.
  6. When finished, click Save (Filter Details page appears) or Cancel to discard your changes

 

 

Task Description
Delete Deletes the filter
Go to Filter Summary Goes to Filter Summary page
Modify Goes to Modify Filter page
Use this filter The filter is applied automatically on the Summary pages based on the forms you link it to. See Modify Filter > 4a: General Info

 

Once a filter is used, there is no way to remove it from the Filter dropdown lists on Summary pages (Tickets, People, Work, Assets) except by:

  • Modifying the filter so it links to a different form
  • Deleting the filter from the system. On the Filter Details screen, click Delete.